Filed March 20, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 16 · EIN 82-1061233 | Consulting | $5,509,876 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,619,668 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $847,601 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $617,762 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $491,349 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $442,418 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $420,844 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $384,267 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $306,267 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $235,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,667-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.4%-33.4pp | 0.0%0pp |
| Annual return | 4.18% | 13.51%-9.3pp | 7.88%-3.7pp | 13.51%-9.3pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,100-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $53-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $15,347-100.0% | - |